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| Provider | Service type | Compensation |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $127,468 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $56,753 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,369 | $56,882-78.3% | $60,547-79.6% | $67,505-81.7% |
| Participation rate | 82.6% | 66.9%+15.7pp | 68.0%+14.6pp | 71.2%+11.4pp |
| Annual return | 1.78% | -0.06%+1.8pp | 335.64%-333.9pp | 6.52%-4.7pp |
| Employer contribution / active EE | $299 | $2,085-85.7% | $2,419-87.6% | $2,173-86.2% |
| Participant deferral / active EE | $587 | $3,091-81.0% | $3,328-82.4% | $3,597-83.7% |
| Admin fee / account holder | $26 | $65-59.5% | $4,536-99.4% | $56-53.2% |